Captrust

Firm record

As recorded in SEC IAPD

Firm CRD

175112

SEC number

801-62193

Firm type

RIA

Assets under management

$1.2T as of May 27, 2026

Website

www.linkedin.com/COMPANY/CAPTRUST ↗

Phone

919-870-6822

Address

4208 Six Forks Rd, Raleigh, NC, 27609

Advisors at this firm

675 in our index · page 14 of 14

• David Arthur WillCRD 3119169 · Allentown, PA
  IA RegisteredRegistration inactive
• Susan Skipper WillettCRD 6049201 · Wilmington, NC
  IA Registered
• Jennifer Beth WilliamsCRD 2467383 · Tampa, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Nicholas Michael WilsonCRD 5628626 · Greensburg, PA
  IA RegisteredRegistration inactive
• Matthew Fitz-Gibbon WintonCRD 4917653 · Chicago, IL
  IA Registered
• Andrew Bell WisdomCRD 4897018 · New Orleans, LA
  IA Registered
• Daniel L WolffCRD 6069030 · Columbus, OH
  IA RegisteredRegistration inactive
• Frank Burkhead WyattCRD 6351997 · Tampa, FL
  IA RegisteredRegistration inactive
• Mark Thomas WagnerCRD 3150329 · Alexandria, VA
  IA RegisteredBroker
• Tiffany Lydia WalkerCRD 4667785 · Minneapolis, MN
  IA RegisteredRegistration inactive
• Edward Virgil WelchCRD 1290275 · Montgomery, AL
  IA Registered
• Cheryl Spahr WickhamCRD 2361415 · Raleigh, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Beau Knighton WilliamsCRD 3009721 · Homewood, AL
  IA Registered
• Cynthia Ann WolfCRD 6644898 · Wichita, KS
  IA Registered
• Emily Morgan WrightsonCRD 5416675 · New York, NY
  IA RegisteredBroker
• Michael David WulffCRD 6609275 · Minnetonka, MN
  IA Registered
• Eugene Christopher YloCRD 2227139 · Chesterton, IN
  IA RegisteredBroker
• David Darren YorkCRD 4713376 · Raleigh, NC
  IA RegisteredBroker
• Kevin Glenn YoshidaCRD 4378632 · Greenwood Village, CO
  IA Registered
• Jeffrey Jen-Chie YuCRD 4598825 · Indianapolis, IN
  IA Registered
• Valerie Willetts YoungCRD 6316091 · Raleigh, NC
  IA Registered
• Luis Charles ZervigonCRD 5361572 · New Orleans, LA
  IA Registered
• John Randall ZickCRD 4568312 · Columbia, MD
  IA RegisteredRegistration inactive
• Susan Gaukler ZimmermanCRD 4393549 · Boston, MA
  IA Registered
• Christopher A ZaveczCRD 4724252 · Bethlehem, PA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 21, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.